[EN] Big Tech, AI Regulation, and the Future of the Market

 

1. The "AI Copyright Act" and Tech Giants

Explain the legal challenges companies like OpenAI, Microsoft, and Adobe are facing regarding AI training data.

  • Key Point: Why the "Fair Use" doctrine is being tested in the age of generative AI.

2. Regulation as a New Market Barrier

Interestingly, strict regulations can sometimes benefit "Big Tech" (the incumbents) by creating high entry barriers for smaller startups.

  • Insight: How "Regulatory Capture" might influence the AI industry's hierarchy in 2026.

3. Investment Takeaway: Infrastructure vs. Content

While laws are being debated, the "Picks and Shovels" (Nvidia, TSMC) remain safe, but content owners (Disney, Getty Images) are the new "Dark Horses" in the AI era.

 

4. Bbiri’s Insight: The Cost of Fair Compensation and the Risk of a New Digital Divide

At the intersection of law and technology, I believe we are entering an era of 'Fair Compensation.' As the days of unauthorized AI training come to an end and licensing agreements become mandatory, our focus must shift. We need to pay closer attention to who owns the 'rights' to feed the algorithms, rather than just the algorithms themselves.

However, there is a critical risk to consider as licensing becomes a necessity: the potential for AI tools to become detached from reality. Some AI companies may rush to launch tools without securing sufficient licenses. If this trend continues, we may see a society where information gaps widen based on income levels, much like in the past.

Such a shift would be a negative societal change. To prevent this, we must remain vigilant and work toward solutions that ensure AI development does not leave anyone behind in a new era of digital inequality.


What are your thoughts on the future of AI and information equality? Let’s discuss in the comments!


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General Disclaimer The content on Tech Law Insights is provided for general informational purposes only. While we strive for accuracy, this content does not constitute legal or professional advice. The author assumes no liability for any direct or indirect losses arising from the use of the information provided herein. For specific legal or financial matters, please consult with a qualified professional.



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